MP
McDonald Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Sell |
32,073
-239
| -0.7% | -$28.6K | 0.92% | 26 |
|
|
2025
Q1 | $4M | Sell |
32,312
-174
| -0.5% | -$21.5K | 1.04% | 24 |
|
|
2024
Q4 | $3.7M | Buy |
32,486
+866
| +3% | +$98.7K | 0.95% | 25 |
|
|
2024
Q3 | $4.16M | Sell |
31,620
-466
| -1% | -$61.3K | 1.04% | 25 |
|
|
2024
Q2 | $4.53M | Buy |
32,086
+254
| +0.8% | +$35.9K | 1.21% | 18 |
|
|
2024
Q1 | $5.2M | Sell |
31,832
-1,166
| -4% | -$190K | 1.43% | 10 |
|
|
2023
Q4 | $4.39M | Sell |
32,998
-265
| -0.8% | -$35.3K | 1.3% | 13 |
|
|
2023
Q3 | $4M | Buy |
33,263
+279
| +0.8% | +$33.5K | 1.3% | 11 |
|
|
2023
Q2 | $3.15M | Sell |
32,984
-157
| -0.5% | -$15K | 0.96% | 28 |
|
|
2023
Q1 | $3.36M | Sell |
33,141
-585
| -2% | -$59.3K | 1.09% | 23 |
|
|
2022
Q4 | $3.51M | Buy |
33,726
+92
| +0.3% | +$9.58K | 1.2% | 18 |
|
|
2022
Q3 | $2.72M | Sell |
33,634
-1,135
| -3% | -$91.6K | 1.04% | 24 |
|
|
2022
Q2 | $2.85M | Sell |
34,769
-1,122
| -3% | -$92K | 0.73% | 34 |
|
|
2022
Q1 | $3.1M | Buy |
+35,891
| New | +$3.1M | 0.68% | 38 |
|
|
2021
Q4 | – | Sell |
-36,669
| Closed | -$2.57M | – | 688 |
|
|
2021
Q3 | $2.57M | Buy |
36,669
+993
| +3% | +$69.5K | 0.6% | 45 |
|
|
2021
Q2 | $3.06M | Buy |
35,676
+389
| +1% | +$33.4K | 0.72% | 36 |
|
|
2021
Q1 | $2.88M | Buy |
35,287
+61
| +0.2% | +$4.97K | 0.74% | 36 |
|
|
2020
Q4 | $2.46M | Buy |
+35,226
| New | +$2.46M | 0.69% | 40 |
|